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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$201K -$7.71K -102 -4%
Bessemer Group
352
Bessemer Group
New Jersey
$197K -$29.9K -396 -14%
GWSG
353
GPS Wealth Strategies Group
Colorado
$179K +$174K +2,300 New
SWM
354
Sugarloaf Wealth Management
Georgia
$172K -$22.6K -299 -12%
HR
355
Howe & Rusling
New York
$169K +$604 +8 +0.4%
GWM
356
Geneos Wealth Management
Colorado
$166K – – –
AC
357
AlphaCore Capital
California
$155K +$982 +13 +0.7%
CAL
358
Capital Analysts LLC
Pennsylvania
$148K -$16.1K -213 -10%
IA
359
IFP Advisors
Florida
$148K – – –
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K – – –
CT
361
Clearstead Trust
Maine
$146K – – –
CA
362
Clearstead Advisors
Ohio
$145K – – –
WIM
363
Westside Investment Management
California
$144K +$22.7K +300 +19%
4FG
364
4Thought Financial Group
New York
$140K -$3.85K -51 -3%
AWM
365
AllSquare Wealth Management
New York
$138K – – –
ACA
366
Atlas Capital Advisors
Wyoming
$137K -$87.7K -1,161 -40%
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$115K +$92.5K +1,225 +480%
ME
368
McIlrath & Eck
Washington
$112K +$35.9K +475 +49%
TCM
369
TD Capital Management
Tennessee
$104K +$227 +3 +0.2%
NF
370
Norwood Financial
Pennsylvania
$101K – – –
PAI
371
Pittenger & Anderson Inc
Nebraska
$96.3K – – –
CT
372
Caldwell Trust
Florida
$93.6K – – –
GRP
373
Global Retirement Partners
California
$91.6K -$11.2K -148 -11%
AA
374
Ancora Advisors
Ohio
$89.7K – – –
RA
375
Rise Advisors
New York
$87.2K +$302 +4 +0.4%